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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,258 | $150,446-45.3% | $136,297-39.6% | $147,585-44.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.89% | 1049.14%-1031.3pp | 5156.19%-5138.3pp | 578.58%-560.7pp |
| Employer contribution / active EE | $5,471 | $5,256+4.1% | $4,696+16.5% | $4,876+12.2% |
| Participant deferral / active EE | $15,457 | $6,631+133.1% | $6,247+147.4% | $5,439+184.2% |
| Admin fee / account holder | $8,781 | $10,906-19.5% | $9,244-5.0% | $10,886-19.3% |